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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (73)	12/1/1999 4:04:00 PM
From: Don Green	Read Replies (1) \| Respond to of 2039

Zeev It was the Close for the year which was of major interest and humor to me, also the fact that most of the posters are no longer in Rambus. Don

To: Zeev Hed who wrote (73)	12/1/1999 5:30:00 PM
From: richard surckla	Read Replies (1) \| Respond to of 2039

Reply from Rambus IR as posted on Yahoo... Reply from Rambus Investor Relations- 1 by: s110572 12/1/1999 4:23 pm EST Msg: 30906 of 30917 I e-mailed Rambus IR a couple of days ago to complain about the lack of marketing and response to the FUD. Here is their reply which I received today (my original mail to them follows their reply): Since the launch of Rambus technology into the market for PC main memory through Intel's introduction of its 820 chipset, many of you have contacted us about the blizzard of misinformation which has surrounded our revolutionary approach to improving computer system capability through increased memory bandwidth. Much of this FUD (fear, uncertainty and doubt) is being spread by those determined to keep the status quo for a bit longer, hoping that Rambus will just go away. Of course, nothing could be further from the truth--even our most adamant critics generally agree that Rambus will eventually prevail as part of the inevitable progress of technology. We are as frustrated as many of you with the misinformation which has been perpetrated in the press and on the web. However, fighting the FUD is difficult for Rambus since we sell no products ourselves. Much of our ammunition is in the form of knowledge of the products and plans of our partners about which we can say nothing due to strict nondisclosure agreements in place. However, we can and do respond to press misstatements about factual events, as in the following example prepared in response to an article in Barron's: In regard to the recent article "The Post-PC Era at Comdex: E-appliances Rule, But Don't Try to Get Dinner Reservations" (November 27) by Jay Palmer: he has made several erroneous statements regarding Rambus technology which need correction. His lead remark is extremely misleading: "There was one booth at Comdex where what was not on display may end up being more important than what was. I'm talking about the display put on by California-based Rambus". In fact, Rambus-based systems from leading PC OEMs Dell, Compaq, IBM, and HP were shown in the Rambus booth running popular programs such as Quake lll, AutoCAD and Office applications. On the systems reviewed by Computer Gaming World, here is a direct quote from their site: "It is looking like Intel's risky move to Rambus may just pay off. From our initial testing, it looks like an RDRAM-equipped system will have better overall throughput than one without RDRAM - even when using the same chipset, CPU, and graphics card." The extensive benchmarks on this site further confirm the superiority of Rambus technology compared to any other leading-edge system currently available. This is far from "trashing it" as Mr. Palmer has reported. In fact, taking into account the nearly unanimous praise from reviews published to date and the much-anticipated debut of the Rambus-equipped Sony PlayStation 2 next year, it is clear that Rambus technology provides the "best gaming platform in the universe". Mr. Palmer also indicates Maximum PC finds no performance advantage in systems with Rambus technology. However, the magazine is quick to point out that "today's server boxes and tomorrow's CPUs and applications might make better use of Direct RDRAM." And finally, the claim that "Rambus chips are said to be 40% more expensive, adding perhaps $200 to a typical PC configuration" is in error. Using Mr. Palmer's own estimate of a 40% price premium, the increase in cost to a PC manufacturer for 128 megabytes of memory would be about $80. In fact we are now seeing leading PC OEMs introducing Rambus-based systems for a price of around $1800, surely not a large premium for those who need the performance boost provided by Rambus technology. Stockholder Relations Rambus Inc. At 02:38 PM 11/28/99 -0500, you wrote: >>>> Why does Rambus lie still while all the media reports everyone else's opinions, usually bad opinions? Rambus requires marketing. Until clock speeds come up and/or applications demand the bandwidth, Rambus is relatively inknown and widely mis-understood. I have been an investor in Rambus since the IPO. I had expected a marketing campaign to heighten awareness of the technology. With the launch of the 820/840 chipsets, I feel it would behoove the company to educate consumers about the benefits of buying Rambus technology. Are your hands tied on this aspect or what?! Please invest in creating an image for our comapny. Perhaps a 'Rambus Inside' campaign will add some snob appeal to the product. I urge you to try. Thanks for your time. Steve